My First Year In Business

financial planner

It’s the end of 2018 already, and my first year as Marsh Financial Advice is drawing to a close. This time last year, I was on the verge of starting my business preparing to jump into being self-employed and realise my dream of owning my own financial advice business in the inner west of Sydney. The place and community I love.

It has been an amazing but challenging first year in business for me. I have learnt a lot about myself and this year has continued to show me the value of financial advice. With hard work and focus I have found this year to be enormously rewarding.

I would like to thank you all for your support. You have all welcomed me with open arms into your lives. What I love about this job is being able to listen to the things that are most important to you, your hopes, your dreams and to be able to support you on the journey to make those things happen.

In 2018 I have supported some of you to buy your first home or investment property, renovate, begin your investing journey, start your family or to follow your dreams to slow down or make a career change.

Unfortunately, some of you have been touched by difficult times this year, losing loved ones and dealing with illness. To be there to support you in these hard times has been my privilege.

This year I will be taking some time off to spend time with my family and friends over the holiday season and plan to shut Marsh Financial Advice from the 24th of December 2018, reopening on Monday the 14th of January 2019. I will still be checking my emails periodically and if there is anything urgent please contact me here.

From my family to yours, I would like to wish you all a safe and enjoyable holiday season and I look forward to supporting you all on your financial journey in 2019!

Best wishes,

Shelley Marsh

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. It does not represent and is not intended to be personal advice.  Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs. We strongly suggest that you seek professional financial advice before acting.